FB is known to play the long game with their product strategy: Wait till a billion+ users use a product and then turn on the monetization tap. They executed this strategy to perfection with their core Facebook app. Now the questions are:
1. Can they replicate this strategy with Messenger ? How are the BOTS efforts progressing ?
2. Are they going to start monetizing WhatsApp anytime soon ? If so, how ?
3. How are the Virtual Reality efforts with Oculus coming along ? Will there be a revolutionary new standalone VR
headset previewed ?
4. How is the Instagram business doing ? What are the new features coming there ?
F8 should provide hints, if not outright answers to the above. Definitely interesting but needle moving ? We'll know soon.
1. Can they replicate this strategy with Messenger ? How are the BOTS efforts progressing ?
2. Are they going to start monetizing WhatsApp anytime soon ? If so, how ?
3. How are the Virtual Reality efforts with Oculus coming along ? Will there be a revolutionary new standalone VR
headset previewed ?
4. How is the Instagram business doing ? What are the new features coming there ?
F8 should provide hints, if not outright answers to the above. Definitely interesting but needle moving ? We'll know soon.
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• The contents of this blog are the personal opinions and investment choices of the writer. Please don't treat them as investment recommendations.
• I have a long position in FB.
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